Loading
Feature degradation | Gmail Email delivery failureRead More
Sandboxes: Staging Environments for Customizing and Testing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Filter Criteria

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sandboxes: Staging Environments for Customizing and Testing

            Set Filter Criteria

            Target specific data records for masking to meet business requirements and security goals.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the Salesforce Data Mask or Data Mask & Seed add-on licenses
            Note
            Note This content relates to Salesforce Data Mask. Read about Accelerate and Anonymize in Own from Salesforce.

            Use this feature to:

            • Reduce the time taken to mask a sandbox by anonymizing only selected data.
            • Gain finer grained control over your Data Masking configuration.
            • Incrementally mask newly added data, saving time.

            You can define data filters when setting mask rules on the Configure Masking page.

            1. To only mask data that meets the filtering criteria, switch Data Filter to Active.
            2. Select one of more fields to apply the filter to.
            3. Select the operator to apply to the field. You can choose from:
              Field TypeAvailable Operators
              All fields equals, does not equal
              TEXT (STRING), ID is null, is not null
              DATETIME is before, is within, is after
              PICKLIST VALUE (STRING) is null, is not null
              INTEGER, DOUBLE is less than, is less than or equal to, is greater than, is greater than or equal to, is null, is not null
            4. If necessary, add more conditions, and repeat steps 3 and 4.
            5. To create a filter criteria, enter the condition logic. For example, 1 AND (2 OR 3).
            6. Optionally, to preview your query in SOQL, click Query Preview.
            Examples of Filtering Criteria to Narrow Which Records Are Masked
            Examples of Filtering Criteria to Narrow Which Records Are Masked
            • Set filter criteria on the CreatedDate field to mask only newly created records by setting the is after operator to a recent date.
            • Set filter criteria on the SystemModstamp field to mask data that was excluded from previous masking by setting the is before operator to the date of last masking

            Before you finalize your record filtering choices, we recommend that you take these steps:

            • To make sure that it returns a result, test the query on Postman or dev console.
            • Create one or more records to test incremental masking with a date filter on the object.
            • When a sandbox is created, CreatedDate represents the record creation date and SystemModstamp represents the last modified date in the production org.
             
            Loading
            Salesforce Help | Article